Data center CEO REVEALS MAJOR threat to America's AI BOOM

Fox Business | September 26, 2026 at 04:30 PM UTC
Bullish 95% Confidence
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Key Points

  • Approximately $68 billion in US data center projects have been disrupted by local pushback, primarily due to concerns over power and water usage.
  • AI deployment faces a significant infrastructure bottleneck, with 40% of IT leaders by 2026 (up from 9% in 2024) citing specialized infrastructure as their top constraint.
  • Morgan Stanley projects a US power shortfall of 12GW by 2027 and 33GW by 2028, but Digital Realty emphasizes that 75% of its 300+ data centers globally use closed-loop or waterless cooling systems, and private sector investment is strengthening the power grid.

AI Summary

Digital Realty CEO Andy Power discusses the booming AI-driven data center market, addressing local community pushback over infrastructure demands. He highlights the economic benefits of data centers and Digital Realty's commitment to sustainable practices and private investment to overcome power and water constraints, which are critical for AI deployment.

Model Analysis Breakdown

Model Sentiment Confidence
Gemini 2.5 Flash Bullish 95%
Consensus Bullish 95%